BCV Bancroft Fund Ltd
Bancroft Fund Ltd (BCV) Institutional Ownership
What the institutions did with BCV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Saba Capital Management, L.P. | 265.1K | 11.6% |
| SIT INVESTMENT ASSOCIATES INC | 255.2K | 11.2% |
| AMERIPRISE FINANCIAL INC | 250.9K | 11.0% |
| Advisors Asset Management, Inc. | 162.4K | 7.1% |
| Pathstone Holdings, LLC | 148.5K | 6.5% |
| MORGAN STANLEY | 141.7K | 6.2% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 120.2K | 5.3% |
| BANK OF AMERICA CORP /DE/ | 100.8K | 4.4% |
| GUGGENHEIM CAPITAL LLC | 92.2K | 4.1% |
| Invesco Ltd. | 81.9K | 3.6% |
| Beckerman Institutional, LLC | 72.9K | 3.2% |
| UBS Group AG | 58.4K | 2.6% |
| LPL Financial LLC | 47.7K | 2.1% |
| FIRST TRUST ADVISORS LP | 41.0K | 1.8% |
| ROYAL BANK OF CANADA | 40.1K | 1.8% |
| Cambridge Investment Research Advisors, Inc. | 39.6K | 1.7% |
| Bulldog Investors, LLP | 39.4K | 1.7% |
| Mezzasalma Advisors, LLC | 36.7K | 1.6% |
| STIFEL FINANCIAL CORP | 29.0K | 1.3% |
| UHLMANN PRICE SECURITIES, LLC | 26.3K | 1.2% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 25.7K | 1.1% |
| EVOLVE PRIVATE WEALTH, LLC | 20.2K | 0.9% |
| Cetera Investment Advisers | 19.9K | 0.9% |
| WELLS FARGO & COMPANY/MN | 19.7K | 0.9% |
| OSAIC HOLDINGS, INC. | 18.8K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Advisors Asset Management, Inc. | Increased | 35.9K | 162.4K | +126.5K |
| AMERIPRISE FINANCIAL INC | Reduced | 304.3K | 250.9K | -53.4K |
| FIRST TRUST ADVISORS LP | Increased | 25.9K | 41.0K | +15.1K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 13.6K | 0 | -13.6K |
| Saba Capital Management, L.P. | Reduced | 277.5K | 265.1K | -12.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 107.9K | 120.2K | +12.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 11.6K | +11.6K |
| LPL Financial LLC | Reduced | 59.0K | 47.7K | -11.3K |
| DECISION INVESTMENTS, INC | New | 0 | 7.8K | +7.8K |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 7.8K | +7.8K |
| Invesco Ltd. | Reduced | 89.1K | 81.9K | -7.3K |
| MORGAN STANLEY | Reduced | 148.2K | 141.7K | -6.5K |
| Institute for Wealth Management, LLC. | New | 0 | 6.0K | +6.0K |
| ROYAL BANK OF CANADA | Increased | 36.1K | 40.1K | +4.0K |
| Mezzasalma Advisors, LLC | Reduced | 39.9K | 36.7K | -3.2K |
| Pathstone Holdings, LLC | Increased | 145.4K | 148.5K | +3.1K |
| Integrated Wealth Concepts LLC | New | 0 | 2.8K | +2.8K |
| NewEdge Advisors, LLC | Reduced | 15.2K | 12.5K | -2.7K |
| UBS Group AG | Reduced | 60.9K | 58.4K | -2.5K |
| UHLMANN PRICE SECURITIES, LLC | Increased | 24.2K | 26.3K | +2.1K |
| STIFEL FINANCIAL CORP | Reduced | 30.8K | 29.0K | -1.8K |
| OSAIC HOLDINGS, INC. | Increased | 17.3K | 18.8K | +1.4K |
| Clear Street Group Inc. | New | 0 | 1.4K | +1.4K |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 21.6K | 20.2K | -1.4K |
| Caldwell Trust Co | Reduced | 2.5K | 1.2K | -1.2K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 40.7K | 39.6K | -1.2K |
| Beckerman Institutional, LLC | Reduced | 73.9K | 72.9K | -1.0K |
| Ancora Advisors LLC | Sold Out | 1.0K | 0 | -1.0K |
| GUGGENHEIM CAPITAL LLC | Increased | 91.3K | 92.2K | +852 |
| Cetera Investment Advisers | Increased | 19.4K | 19.9K | +554 |
| Concurrent Investment Advisors, LLC | Increased | 12.7K | 12.9K | +170 |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 16.1K | 16.2K | +124 |
| Shaker Financial Services, LLC | Reduced | 15.2K | 15.1K | -89 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.